Every Nonprofit Needs Tools and Resources

Gain access to customizable templates to initiate your compliance journey and establish sound business practices.

Nonprofit Governance, Board, and Committees

Consent and Agreements

Copyright and Trademark

Nonprofit Governance, Board, and Committees Toolkit

The Nonprofit Governance, Board & Committees Toolkit includes a comprehensive collection of templates and resources to support effective governance and compliance. These materials have been reviewed by our attorney and approved for distribution, ensuring they meet legal standards and best practices. They are designed to assist nonprofit organizations in establishing sound business practices and ensuring adherence to legal and ethical standards.

Templates Included:

  1. Whistleblower Policy

  2. Conflict of Interest Policy

  3. Compensation Review Policy

  4. Annual Disclosure Questionnaire

  5. Records Retention Policy

  6. Board of Directors Self-Assessment Questionnaire

  7. Board Approval Guidelines

  8. Catalog of Board Resolutions

  9. Proposed Resolutions

  10. Board of Directors Minutes

  11. Unanimous Written Consent

  12. Proposed Resolutions

  13. Member Information Statement

  14. Change in Membership Structure - Creating Memo

  15. Documents Overview

  16. Annual Board Calendar

  17. Governance Overview

  18. Proposed Board Resolutions

  19. Director and Officer Electronic Transmissions

  20. Board Composition and Nomination Policy

  21. Board Meeting Timeline

  22. {Type} Committee

  23. Advisory Council

  24. Diversity and Inclusion Assessment and Recommendations

  25. Board Member Statement of Commitment

  26. Equity Committee

  27. Board Member Confidentiality Agreement

  28. Legal Affairs Committee

MORE TOOLKITS & Resources

Consent & Waivers Toolkit

This comprehensive toolkit includes essential forms for protecting your organization, volunteers, participants, and assets.

This toolkit includes:

  1. Participation Agreement

  2. Volunteer Agreement (short)

  3. Volunteer Liability Waiver & Agreement 

  4. Minor Appearance Release

  5. Materials Release 

  6. Location Release

  7. Appearance Release 

  8. Home Sharing Liability Waiver

  9. Event Release & Waiver

  10. Publicity Consent & Waiver

  11. Donated Equipment Release

  12. Consent to Release & Exchange Information

  13. Contracting Agreement with Terms 

  14. Indemnification Primer

  15. Talent Release

All templates have been reviewed by an attorney and are approved for distribution. 

Copyright and Trademark

This comprehensive toolkit includes essential agreements to protect your organization's intellectual property and assets.

This toolkit includes:

  1. Trademark License Provisions

  2. Copyright Training Slides

  3. Outbound Permission Agreement

  4. Copyright License Agreement

  5. Curriculum Material License Agreement

  6. Intellectual Property Assignment Agreement

  7. Join Intellectual Property Provisions

    All templates and materials have been reviewed by an attorney and are approved for distribution. 

Housing Program Development Toolkit

Coming soon!

Collaboration & Peer Support

Monthly 90-minute Strategic Cohort Meetings for nonprofit executives and founders. 

Using Entrepreneurial Operating System (EOS)  and Lean Impact Framework (LIF) principles, we've created a collaborative peer environment where collectively we will:

  • Develop a strong vision and roadmap for our nonprofit.

  • Focus on creating clear goals, metrics, and priorities.

  • Build on existing successes and strengths.

  • Solve organizational challenges with actionable strategies.

  • Build strong accountability systems.

  • Gain insights and perspectives from peers facing similar challenges.

  • Emphasize the alignment of vision, people, and execution.

  • Learn practical tools like the Vision/Traction Organizer (V/TO) and Level 10 Meetings to use within our organizations.

Meets the 3rd Wednesday of every month at 11 am PST.

Domestic Violence Cohort Membership

This cohort is for nonprofits with missions supporting men and women through domestic violence.

Want to drop in before committing? RSVP and we will contact you within 48 hours.

RSVP →

Meets the 3rd Tuesday of every month at 11 am PST

Re-Entry Cohort Membership

This cohort is for nonprofits with missions supporting individuals impacted by incarceration.

Want to drop in before committing? RSVP and we will contact you within 48 hours.

RSVP →

Meets the 3rd Friday of every month at 11 am PST

Addiction Recovery Cohort Memberships

This cohort is for nonprofits with missions supporting individuals with Addiction Recovery.

Want to drop in before committing? RSVP and we will contact you within 48 hours.

RSVP →

Meets the 3rd Monday of every month at 11 am PST

Mixed Cohort Membership

This cohort is designed for anyone interested in peer strategy meetings with other leaders. (FOUNDER, CEO, SOLOPRENEUR, ADVOCATES, COMMUNITY LEADERS)

RSVP →

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